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Prosperity Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Prosperity Planning’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,020
Closed -$207K – 105
2024
Q2 		$207K Buy
+2,020
New +$206K 0.07% 100
2023
Q3 		– Sell
-2,378
Closed -$227K – 88
2023
Q2 		$227K Buy
2,378
+104
+5% +$9.89K 0.09% 84
2023
Q1 		$213K Buy
+2,274
New +$205K 0.09% 85
2022
Q1 		– Hold
0
– – – 77
2021
Q4 		– Hold
0
– – – 69
2021
Q3 		– Hold
0
– – – 62
2021
Q2 		– Sell
-2,172
Closed -$231K – 68
2021
Q1 		$218K Sell
2,172
-739
-25% -$75.1K 0.15% 69
2020
Q4 		$294K Buy
+2,911
New +$275K 0.25% 54

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Prosperity Planning's EFG Position: Q3 2024 in Review

Prosperity Planning sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2024, closing a stake of 2,020 shares — an estimated $207K sold.

Prosperity Planning first reported a position in EFG in Q4 2020 and held it in 5 quarters. The position peaked at $294K in Q4 2020. 913 funds tracked by Wall St. Rank hold EFG as of Q3 2024.

  • Prosperity Planning reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Prosperity Planning sold 2,020 iShares MSCI EAFE Growth ETF shares in Q3 2024, an estimated $207K.
  • Prosperity Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 5 quarters.
  • Prosperity Planning's iShares MSCI EAFE Growth ETF position peaked at $294K in Q4 2020.
  • 913 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2024.

Based on Prosperity Planning's 13F filing for Q3 2024, filed 7 Oct 2024.